Overview
Assets Under Management: $627 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109962), ESSEX INVESTMENT MANAGEMENT COMPANY, LLC is subject to fiduciary duty under federal law.
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC is headquartered in BOSTON, MA.
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC serves 41 high-net-worth clients according to their SEC filing dated April 24, 2024. View client details ↓
According to their SEC Form ADV, ESSEX INVESTMENT MANAGEMENT COMPANY, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC manages $627 million in client assets according to their SEC filing dated April 24, 2024.
According to their SEC Form ADV, ESSEX INVESTMENT MANAGEMENT COMPANY, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 148
Discretionary Accounts: 146
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 109962
Last Filing Date: 2024-04-24 00:00:00
Website: https://essexinvest.com